Private Equity Investment Sales Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Paulson Investment Company, LLC · 2 days ago

Private Equity Investment Sales Associate

Paulson Investment Company, LLC is a boutique investment banking and wealth management firm focused on micro to mid-cap markets. They are seeking Private Equity Investment Sales Associates to provide wealth management services and sell investment banking products.

BankingFinanceFinancial Services

Responsibilities

Provide wealth management services
Sell investment banking products to institutions and high net worth individuals

Qualification

Series 7 licenseFINRA Series 63FINRA Series 65FINRA Series 66Client-facing experienceCenter of Influence marketingHigh energyTransferable book of businessCommunication skillsPersuasion skillsSelf-motivated

Required

You must have an active Series 7 license for this position to be considered
Two or more years of client-facing experience
REQUIRED: FINRA Series 7/63 and 65 or 66
Excellent communications and persuasion skills
Self-motivated, high energy

Preferred

Experience in Center of Influence marketing
Transferable book of business highly desired

Company

Paulson Investment Company, LLC

twittertwitter
company-logo
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets.

Funding

Current Stage
Growth Stage
Total Funding
$3.63M
2020-06-19Series Unknown· $0.85M
2019-10-24Series Unknown· $1.23M
2017-08-21Seed· $1.56M

Leadership Team

leader-logo
Alex Winks
President and CFO
linkedin
leader-logo
Harry S.
Chief Compliance Officer
linkedin
Company data provided by crunchbase